Personal Financial Advisors

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Overview

Description2

Advise clients on financial plans using knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate. Duties include assessing clients' assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives.

Education1

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Training1

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Experience1

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Hours2

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Schedule2

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Seasonal

RIASEC  radar2

We share the RIASEC Radar for each Career profiled. When you upgrade to Enhanced Exploration, the first thing you'll do is take the Strong Interest Inventory Assessment and learn about your personal  RIASEC Radar. Your RIASEC Radar will be overlayed on each Career Radar so you can see where each career is aligned to your interests.

Values2

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People currently working at this career reported how important these six values are to them. If a value is important to you, you can see at a glance, if there is alignment.

High-end Salary1

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Median Salary1

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Low-end Salary1

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The salaries listed above are a nationwide median (half the respondents make more than the median; half the respondent makes less than the median).
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The map to the right displays the median salary in each state (when available).

Median Salaries3

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DE
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HI
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MS
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MO
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MT
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NC
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ND
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SD
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TN
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TX
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UT
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VT
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WA
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WV
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WI
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WY
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GU
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PR
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VI
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Top Lists1

Major

Certify

Knowledge

Skills

Abilities

Activities

AKA

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Sources

1.
Occupation Profile
CareerOneStop
*includes Career Videos where available
2.
Summary Report
O*NET OnLine
*includes Green Careers, Bright Outlook, and Job Zones.
3.
May 2019 National Occupational Employment and Wage Estimates United States
U.S. Bureau of Labor Statistics
Career Puppy Mascot as a single stroke width monochrome cartoon dog with bandana peaking over a flat surface staring curiously with cocked head at camera.